Los Angeles Wealth Management

Infinity Wealth Management is a team of independent advisors in the Los Angeles, CA area who specialize in creating logical solutions for both common and complex wealth management challenges. With more than 20 years of experience in the financial services industry acting as Investment Advisor Representative, trainer and presenter, Jerry R. Citarella, RFC, founded Infinity Wealth Management to further his opportunities in his quest to help his clients achieve financial success and protect what's important to them.

Through our ongoing educational workshops, guest speaking opportunities, articles, books and individual meetings we will continue to educate our followers and clients in the Los Angeles community on the importance of sound advice and the type of ongoing relationships and commitments that we provide.

We offer a variety of Los Angeles wealth management services. Our comprehensive planning takes a complete look at your entire situation - including goals, family needs and retirement - to create the most effective comprehensive plan for you. We strive to use a fee based approach whenever possible for our investment planning and strategies services, in which we explore all aspects of your situation to choose the most appropriate products and services for you. We can also give you more than a plan based solely on your age and risk tolerance if you are dealing with retirement planning in Los Angeles. Insurance services from Infinity Wealth Management provide you the opportunity to ensure the security of your family and income in the event of an illness, accident or unexpected fatality. We know estate planning in Los Angeles is not just about the tax, it’s also about the legacy, so we make sure you fully utilize the choices and effective tools available to help you successfully transfer your accumulated wealth to your heirs. If you are looking for Los Angeles business planning and executive benefits services, we can help you create and service a business plan, keeping you up to date and compliant with all rules and regulations and decreasing your exposure to liability. We also offer tax-exempt planning services to explore strategies with you for this little known and often misunderstood area of planning.

Contact us today about our wealth management services in Los Angeles
by calling (661) 255-9555 or send us an e-mail.